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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
2026
Janney Capital Management
Pennsylvania
$218K – – –
KWM
2027
KFG Wealth Management
Indiana
$218K -$19.3K -312 -8%
AAS
2028
Asset Allocation Strategies
Michigan
$218K -$65.5K -1,056 -24%
MWM
2029
MorganRosel Wealth Management
Colorado
$217K -$4.83K -78 -2%
SOAG
2030
Silver Oak Advisory Group
Oregon
$217K – – –
TFF
2031
The Family Firm
Maryland
$217K -$170K -2,742 -45%
GPWA
2032
Great Point Wealth Advisors
Massachusetts
$217K – – –
RIA
2033
Realta Investment Advisors
Delaware
$215K -$213K -3,438 -51%
EP
2034
Essential Planning
New Hampshire
$215K – – –
FCM
2035
Family Capital Management
Michigan
$215K – – –
WA
2036
Wambolt & Associates
Colorado
$214K -$23.4K -378 -10%
AF
2037
Arrow Financial
New York
$213K – – –
CA
2038
Carson Advisory
Georgia
$212K – – –
OAM
2039
Oak Asset Management
California
$212K – – –
GM
2040
Granger Management
New York
$211K -$372 -6 -0.2%
FFG
2041
Frisch Financial Group
New York
$211K -$1.29M -20,862 -86%
JWBC
2042
J.W. Burns & Co
New York
$211K – – –
PCM
2043
Princeton Capital Management
New Jersey
$211K +$204K +3,294 New
ATFA
2044
All Terrain Financial Advisors
Minnesota
$210K -$11.2K -180 -5%
CG
2045
Corundum Group
Colorado
$210K – – –
DJYG
2046
David J. Yvars Group
Florida
$210K – – –
FG
2047
Fairman Group
Pennsylvania
$210K -$65.8K -1,062 -24%
CWA
2048
CJM Wealth Advisers
Virginia
$210K – – –
RS
2049
Retirement Solution
Washington
$210K -$4.09K -66 -2%
SA
2050
Stewardship Advisors
Pennsylvania
$209K +$202K +3,264 New
80 81
82
83 84